Bullish Case: Moderate recent price recovery and robust dividend appeal suggest potential for continued upside if market conditions remain stable.


Bearish Case: Historical underperformance and flat recent price action indicate vulnerability to market shifts and potential downside risk.


Potential Outcomes:

1) Steady price trend continues (50%).

2) Unforeseen volatility event causes price dip (30%).

3) Increased inflow from dividend appeal raises price (20%).


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April 12, 2024


JPMorgan Equity Premium Income Forecast

JEPI        JPMorgan Equity Premium Income
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)






Correlated Stock Forecasts

Assets that tend to move strongly with JEPI



DGRO Forecast + Options Trading Strategies   [DGRO]  iShares Core Dividend Growth (0.92)


RSP Forecast + Options Trading Strategies   [RSP]  Invesco S&P 500 Equal Weight (0.91)


PFG Forecast + Options Trading Strategies   [PFG]  Registered Shares (0.9)


XLB Forecast + Options Trading Strategies   [XLB]  Active Trust - Materials Select Sector SPDR (0.89)


XLV Forecast + Options Trading Strategies   [XLV]  Health Care Select Sector SPDR (0.89)



Uncorrelated Stock Forecasts

Assets with little price relationship to JEPI



NOK Forecast + Options Trading Strategies   [NOK]  Nokia (0.0)


MCFT Forecast + Options Trading Strategies   [MCFT]  MasterCraft Boat (0.0)


ZI Forecast + Options Trading Strategies   [ZI]  ZoomInfo (-0.0)


ADC Forecast + Options Trading Strategies   [ADC]  Agree Realty (-0.01)


BMRN Forecast + Options Trading Strategies   [BMRN]  Registered Shares (0.01)



Anticorrelated Stock Forecasts

Assets that tend to move strongly against JEPI



HUM Forecast + Options Trading Strategies   [HUM]  Humana (-0.8)


SDOW Forecast + Options Trading Strategies   [SDOW]  ProShares UltraPro Short Dow30 (-0.85)


DXD Forecast + Options Trading Strategies   [DXD]  ProShares UltraShort Dow30 (-0.86)


SRTY Forecast + Options Trading Strategies   [SRTY]  ProShares UltraPro Short Russell2000 (-0.86)


TZA Forecast + Options Trading Strategies   [TZA]  Direxion Daily Small Cap Bear 3X Shares (-0.87)





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